Institutional Ownership Dte Energy CO (DTE)
This table provides information about the institutional ownership of Dte Energy CO (DTE). We have compiled data on the 921 institutions that hold shares in the stock, with a total of 161 Million shares, which have been reported (via 13F filing form) to have a value of $20 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
100
shares
|
$12,460
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
96
shares
|
$11,961
0.0% of portfolio
|
Q3 2024
Reduced 38.85%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
96
shares
|
$11,961
0.0% of portfolio
|
Q1 2024
Reduced 10.28%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
86
shares
|
$10,715
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
84
shares
|
$10,466
0.01% of portfolio
|
Q3 2024
Reduced 95.61%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
84
shares
|
$10,466
0.0% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
80
shares
|
$9,968
0.0% of portfolio
|
Q4 2023
Reduced 20.0%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 14, 2024 Q3 2024 |
77
shares
|
$9,594
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
70
shares
|
$8,722
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 15, 2024 Q3 2024 |
70
shares
|
$8,722
0.0% of portfolio
|
Q2 2024
Reduced 26.32%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
67
shares
|
$8,348
0.0% of portfolio
|
Q2 2023
Reduced 76.16%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
66
shares
|
$8,223
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
66
shares
|
$8,223
0.0% of portfolio
|
Q3 2022
Reduced 99.09%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
62
shares
|
$7,725
0.01% of portfolio
|
Q2 2024
Added 1.64%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
60
shares
|
$7,476
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
59
shares
|
$7,351
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
50
shares
|
$6,230
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
50
shares
|
$6,230
0.0% of portfolio
|
Q3 2024
Added 35.14%
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
50
shares
|
$6,230
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
48
shares
|
$5,980
0.0% of portfolio
|
Q3 2024
Added 20.0%
|
|
|
Albion Financial Group
|
Oct 09, 2024 Q3 2024 |
47
shares
|
$5,856
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
47
shares
|
$5,856
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
46
shares
|
$5,731
0.0% of portfolio
|
Q2 2024
Reduced 51.58%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
45
shares
|
$5,607
0.0% of portfolio
|
Q3 2024
Added 18.42%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
44
shares
|
$5,482
0.0% of portfolio
|
Q3 2024
Added 25.71%
|